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    What Is HOLT? What Makes HOLT Different?

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    Anonymous kgSMlx
    What is Holt

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    What Is HOLT? What Makes HOLT Different?

    Uploaded by

    Anonymous kgSMlx
    490 views1 page
    What is Holt

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    Holt

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    What is Holt

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    490 views1 page

    What Is HOLT? What Makes HOLT Different?

    Uploaded by

    Anonymous kgSMlx
    What is Holt

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
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    CLARITY IS CONFIDENCE

    What is HOLT®?
    2014

    What makes HOLT different? What is HOLT?


    Corporate financial statements HOLT is a team within Credit Suisse that helps investors make better
    can be misleading. Companies decisions by using an objective framework for comparing and valuing stocks.
    typically employ highly subjective This return on capital framework is proprietary to Credit Suisse.
    accounting methods such as
    depreciation and off-balance HOLT's flexible platform provides an objective view of over 20,000 companies
    sheet items which distort the worldwide. Our rigorous methodology examines accounting information,
    true profitability of the firm and converts it to cash and then values that cash.
    make traditional accounting
    ratios suspect. The HOLT Valuation Framework
    The Credit Suisse HOLT valuation model is a discounted cash flow model.
    The proprietary HOLT Forecasted cash flows are derived from inputs that generate cash flows –
    methodology eliminates namely, economic returns (CFROI®), reinvestment rates (growth), and their
    subjectivity by converting income expected patterns of change over time due to competition (fade).
    statement and balance sheet
    information into a CFROI® HOLT’s default model assigns each company a warranted valuation based on
    return, a measure that more the forecasted cash flows and the company specific discount rate.
    closely approximates a
    company’s underlying
    economics. The resulting returns
    are objectively-based and can
    be viewed to assess the firm’s
    historical ability to create or
    destroy wealth over time.

    The HOLT Platform


    HOLT provides a full suite of interactive tools including:
    Modeling that allows you to quickly quantify a company's embedded market expectations and
    Fundamental Analysis:
    assess upside potential as well as downside risks.

    Hundreds of traditional and proprietary financial metrics you can employ to screen and rank
    Idea Generation:
    companies according to specific investment criteria.
    Tools which facilitate the aggregation of markets, indices, sectors and industries, letting you
    Portfolio Allocation and confidently compare regions/countries, and investment styles. Conduct objective portfolio
    Benchmarking: reviews to balance risks within your portfolio, and facilitate comparisons with the most relevant
    benchmark.

    For more information please contact:

    Rob McClure
    212-325-0007
    rob.mcclure@credit-suisse.com
    Credit Suisse HOLT

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